Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robin? Claim Your ProfileRobin Donahue Bechtel is a financial advisor with Cetera Investment Advisers LLC. Robin has over 23 years of experience in the financial services industry. Robin has held licenses in the following states: California and Florida. Robin is registered with the following securities exchanges: FINRA and the state of California. Robin's primary area of focus is in financial planning, pension consulting, and portfolio management.
San Diego, CA
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (San Diego CA)
CA
08/08/2016 - 05/18/2022
INDEPENDENT FINANCIAL GROUP, LLC (San Diego CA)
CA
04/06/2004 - 08/18/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
09/04/2001 - 04/14/2004
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
SC
11/26/1999 - 09/05/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 7/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/13/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Robin Bechtel is the right advisor for you? Invested Better is here to help.
